| As of Date | 06/18/2026 |
| Registration | SEC, Approved, 12/06/2023 |
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| ADV Location | LA JOLLA, CA, United States |
| Contact Info | 619 xxxxxxx |
| Websites |
| AUM* | 837,410,743 14% |
| of that, discretionary | 837,410,743 14% |
| Number of Employees | 10 11% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 20,375,000 |
| Avg Account Size | 119,630,106 -2% |
| % High Net Worth | 28.57% -14% |
| SMA’s | No |
| Private Funds | 1 1 |
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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